We are live on ! Find out more
DUHP icon

Dimensional US High Profitability ETF

393 hedge funds and large institutions have $7.37B invested in Dimensional US High Profitability ETF in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 212 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 95

114% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 21

4% more funds holding

Funds holding: 379393 (+14)

1% more funds holding in top 10

Funds holding in top 10: 8687 (+1)

2% more capital invested

Capital invested by funds: $7.21B → $7.37B (+$155M)

2.7% less ownership

Funds ownership: 100.53%97.83% (-2.7%)

Holders
393
Holders Change
+14
Holders Change %
+3.69%
% of All Funds
5.27%
Holding in Top 10
87
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.16%
% of All Funds
1.17%
New
45
Increased
212
Reduced
95
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$1.26B +$81.5M +2,372,876 +7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.16B -$110M -3,199,384 -8%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$364M +$288M +8,386,204 +321%
AP
4
Adero Partners
California
$234M +$4.85M +141,158 +2%
FFM
5
Forum Financial Management
Illinois
$230M +$2.18M +63,348 +0.9%
PFA
6
Pure Financial Advisors
California
$203M +$22.9M +667,261 +12%
Corient Private Wealth
7
Corient Private Wealth
Florida
$95.3M +$4.2M +122,322 +4%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$91.3M +$2.05M +59,649 +2%
AA
9
Alesco Advisors
New York
$85.6M -$892K -25,949 -1%
AWM
10
Aprio Wealth Management
Georgia
$79.7M -$5.65M -164,296 -6%
HighTower Advisors
11
HighTower Advisors
Illinois
$79M -$1.01M -29,529 -1%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$73.8M +$3.68M +107,196 +5%
BFG
13
Bouchey Financial Group
New York
$69M +$1.29M +37,588 +2%
FPAS
14
Focus Partners Advisor Solutions
Missouri
$68.7M +$12.7M +370,642 +22%
FG
15
Foster Group
Iowa
$67.5M +$253K +7,368 +0.4%
LI
16
LVZ Inc
Michigan
$66.6M -$898K -26,143 -1%
PAS
17
Park Avenue Securities
New York
$59.2M +$3.16M +91,862 +5%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$57.7M -$1.6M -46,681 -3%
UBS Group
19
UBS Group
Switzerland
$57.4M +$694K +20,200 +1%
Raymond James Financial
20
Raymond James Financial
Florida
$57.2M +$3.85M +111,991 +7%
PCI
21
Planning Center Inc
Illinois
$55M +$1.69M +49,217 +3%
Pathstone Holdings
22
Pathstone Holdings
New Jersey
$52.4M -$124K -3,609 -0.2%
BHWM
23
Beaird Harris Wealth Management
Texas
$49.2M +$4.13M +120,272 +9%
SIAG
24
Safeguard Investment Advisory Group
California
$48.1M +$136K +3,965 +0.3%
AC
25
Apella Capital
Connecticut
$45.5M +$30.8M +897,140 +169%